JPMorganChase · 13 hours ago
J.P. Morgan Wealth Management - Executive Director, Divisional Strategy- Advisor Select
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Lead/StaffJPMorganChase is a leading financial services firm that helps nearly half of America’s households achieve their financial goals. The Head of Select serves as a strategic leader, managing day-to-day operations, and driving the implementation of wealth strategies while collaborating with various partners.
Asset ManagementBankingFinancial Services
Responsibilities
Serve as proxy for Head of Select in business decisions and meetings at the regional level
Ensure consistent implementation of wealth strategies through dotted-line relationships with DD-Ws
Act as liaison to RD-Ws, driving execution of Select operations and key strategies
Provide strategic support and guidance for RD-Ws to customize strategies based on regional nuances
Manage the Request to Join (RTJ) pipeline end-to-end, demonstrating detailed insight into all stages
Collaborate with PMCs on EEA and co-facilitate Capstone with Sherman
Serve as primary point of contact for the real estate team, managing pipeline and site vacancies
Lead and facilitate initial discussions with advisors interested in teaming or retirement
Drive referral and lead processes across various programs, regularly reviewing dashboards and highlighting opportunities
Provide oversight of existing Select advisors to influence adoption of programs and initiatives
Consult field leadership on situational requests and drive special projects with high organizational impact
Qualification
Required
Proven experience in wealth management or related financial services
Strong strategic thinking and business acumen
Demonstrated ability to manage complex pipelines and multiple projects simultaneously
Excellent relationship management and collaboration skills
Effective communication and presentation abilities
Experience supporting onboarding and practice management initiatives
Ability to provide guidance and support to field leaders and advisors
Strong organizational and prioritization skills
Experience managing real estate or operational pipelines
Ability to drive adoption of programs and initiatives at scale
Track record of self-directed contributions and exceeding job responsibilities
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-13
2026-01-08
Crunchbase News
2026-01-08
Company data provided by crunchbase